Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$79.8M 0.01%
876,165
-206,189
902
$79.7M 0.01%
3,179,618
-920,442
903
$79.5M 0.01%
203,860
-93,972
904
$79.1M 0.01%
2,299,973
+689,131
905
$79M 0.01%
293,809
+17,989
906
$79M 0.01%
1,580,762
+68,327
907
$78.8M 0.01%
470,753
-224,356
908
$78.8M 0.01%
820,493
+29,153
909
$78.8M 0.01%
1,576,563
-235,981
910
$78.6M 0.01%
1,014,314
-14,317
911
$78.6M 0.01%
838,496
-177,696
912
$78.5M 0.01%
645,530
+80,582
913
$78.4M 0.01%
1,239,278
-642,483
914
$78.1M 0.01%
4,859,479
-1,459,038
915
$78M 0.01%
673,473
-267,814
916
$77.6M 0.01%
438,289
-64,392
917
$77.4M 0.01%
4,345,622
-531,227
918
$77.3M 0.01%
929,000
+85,345
919
$77M 0.01%
7,507,350
+219,670
920
$76.9M 0.01%
888,124
-2,260
921
$76.8M 0.01%
1,526,483
-222,113
922
$76.7M 0.01%
201,095
-49,147
923
$76.4M 0.01%
1,416,339
-2,884,274
924
$75.9M 0.01%
897,362
+163,083
925
$75.9M 0.01%
1,760,544
-397,483